Peachtree Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $377K | Hold |
12,135
| – | – | 0.29% | 55 |
|
|
2018
Q3 | $380K | Hold |
12,135
| – | – | 0.26% | 61 |
|
|
2018
Q2 | $346K | Sell |
12,135
-300
| -2% | -$8.55K | 0.25% | 60 |
|
|
2018
Q1 | $369K | Sell |
12,435
-300
| -2% | -$8.9K | 0.28% | 59 |
|
|
2017
Q4 | $419K | Sell |
12,735
-900
| -7% | -$29.6K | 0.32% | 60 |
|
|
2017
Q3 | $355K | Hold |
13,635
| – | – | 0.31% | 65 |
|
|
2017
Q2 | $344K | Sell |
13,635
-1,200
| -8% | -$30.3K | 0.29% | 68 |
|
|
2017
Q1 | $356K | Buy |
14,835
+3,300
| +29% | +$79.2K | 0.33% | 64 |
|
|
2016
Q4 | $266K | Hold |
11,535
| – | – | 0.26% | 81 |
|
|
2016
Q3 | $277K | Hold |
11,535
| – | – | 0.27% | 75 |
|
|
2016
Q2 | $281K | Sell |
11,535
-4,719
| -29% | -$115K | 0.29% | 78 |
|
|
2016
Q1 | $371K | Hold |
16,254
| – | – | 0.37% | 65 |
|
|
2015
Q4 | $332K | Sell |
16,254
-105
| -0.6% | -$2.15K | 0.35% | 72 |
|
|
2015
Q3 | $354K | Sell |
16,359
-12,426
| -43% | -$269K | 0.37% | 73 |
|
|
2015
Q2 | $681K | Buy |
28,785
+126
| +0.4% | +$2.98K | 0.51% | 61 |
|
|
2015
Q1 | $786K | Buy |
28,659
+2,154
| +8% | +$59.1K | 0.56% | 50 |
|
|
2014
Q4 | $759K | Sell |
26,505
-591
| -2% | -$16.9K | 0.51% | 55 |
|
|
2014
Q3 | $691K | Buy |
27,096
+393
| +1% | +$10K | 0.46% | 67 |
|
|
2014
Q2 | $668K | Buy |
26,703
+3,276
| +14% | +$82K | 0.45% | 66 |
|
|
2014
Q1 | $597K | Hold |
23,427
| – | – | 0.41% | 72 |
|
|
2013
Q4 | $614K | Buy |
+23,427
| New | +$614K | 0.42% | 69 |
|